CWM
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Circle Wealth Management’s AppFolio APPF Stock Holding History

Circle Wealth Management’s Portfolio APPF Stock Details APPF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-9,000
Closed -$999K – 197
2020
Q1 		$999K Buy
+9,000
New +$999K 0.19% 61